Profit Sharing
2022 plan-year Profit Sharing DOL Form 5500

TAX DEFERRED ANNUITY PROGRAM FOR EMPLOYEES OF VALLEY PRESBYTERIAN HOSPITAL

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

VALLEY PRESBYTERIAN HOSPITAL

This Profit Sharing plan holds $65M in total assets and serves 1,795 participants as of 2022. It is sponsored by VALLEY PRESBYTERIAN HOSPITAL in California. The plan reported a net loss of $12M for the year.

Total Assets (2023)
$65M
Participants
1,795
State
Industry
Healthcare & Social Assistance

What the Filing Says About TAX DEFERRED ANNUITY PROGRAM FOR EMPLOYEES OF VALLEY PRESBYTERIAN HOSPITAL

TAX DEFERRED ANNUITY PROGRAM FOR EMPLOYEES OF VALLEY PRESBYTERIAN HOSPITAL is a Profit Sharing retirement plan sponsored by VALLEY PRESBYTERIAN HOSPITAL, headquartered in California. As of the 2022 Form 5500 filing, the plan reports $65M in total end-of-year assets and covers 1,795 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 951945832, and the plan has been effective since 2009-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $77M at the beginning of 2022 to $65M at year-end — a decline of 15.6%. Net assets (after liabilities) closed the year at $65M, with reported net income of $-12,038,400 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$77M
Total Assets (End of Year)$65M
Net Assets (End of Year)$65M
Net Income$-12,038,400
Plan TypeProfit Sharing
Employer EIN951945832
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (VALLEY PRESBYTERIAN HOSPITAL)

Year Plans Participants Total Assets
2022 2 3,261 $127M
2023 2 2,988 $149M
2024 2 3,029 $167M

Nearby Profit Sharing Plans in California

Peer Profit Sharing plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the TAX DEFERRED ANNUITY PROGRAM FOR EMPLOYEES OF VALLEY PRESBYTERIAN HOSPITAL?
As of the 2022 Form 5500 filing, TAX DEFERRED ANNUITY PROGRAM FOR EMPLOYEES OF VALLEY PRESBYTERIAN HOSPITAL holds $65M in total assets with 1,795 participants. It is sponsored by VALLEY PRESBYTERIAN HOSPITAL.
What type of plan is TAX DEFERRED ANNUITY PROGRAM FOR EMPLOYEES OF VALLEY PRESBYTERIAN HOSPITAL?
TAX DEFERRED ANNUITY PROGRAM FOR EMPLOYEES OF VALLEY PRESBYTERIAN HOSPITAL is a Profit Sharing plan. It has been effective since 2009-01-01. The plan is filed with the U.S. Department of Labor under EIN 951945832.
Who sponsors the TAX DEFERRED ANNUITY PROGRAM FOR EMPLOYEES OF VALLEY PRESBYTERIAN HOSPITAL?
TAX DEFERRED ANNUITY PROGRAM FOR EMPLOYEES OF VALLEY PRESBYTERIAN HOSPITAL is sponsored by VALLEY PRESBYTERIAN HOSPITAL, located in California. The sponsor's EIN is 951945832 and the plan operates in the Healthcare & Social Assistance industry.
How did TAX DEFERRED ANNUITY PROGRAM FOR EMPLOYEES OF VALLEY PRESBYTERIAN HOSPITAL perform in 2022?
TAX DEFERRED ANNUITY PROGRAM FOR EMPLOYEES OF VALLEY PRESBYTERIAN HOSPITAL declined by 15.6% during 2022, moving from $77M to $65M in total assets. Net income was $-12,038,400.
Where can I find official filings for TAX DEFERRED ANNUITY PROGRAM FOR EMPLOYEES OF VALLEY PRESBYTERIAN HOSPITAL?
Official Form 5500 filings for TAX DEFERRED ANNUITY PROGRAM FOR EMPLOYEES OF VALLEY PRESBYTERIAN HOSPITAL are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 951945832 or plan name at efast.dol.gov.
How does TAX DEFERRED ANNUITY PROGRAM FOR EMPLOYEES OF VALLEY PRESBYTERIAN HOSPITAL compare to other plans?
You can compare TAX DEFERRED ANNUITY PROGRAM FOR EMPLOYEES OF VALLEY PRESBYTERIAN HOSPITAL against other Profit Sharing plans on the plan type page, or view plans in California on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 951945832.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.